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Stoneridge Investment Partners’s LivePerson LPSN Stock Holding History

Stoneridge Investment Partners’s Portfolio LPSN Stock Details LPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,296
Closed -$313K – 300
2016
Q2 		$313K Sell
3,296
-1,034
-24% -$98.8K 0.05% 231
2016
Q1 		$380K Sell
4,330
-1,703
-28% -$140K 0.06% 224
2015
Q4 		$611K Buy
+6,033
New +$687K 0.08% 188

Other funds holding LPSN

RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stoneridge Investment Partners's LPSN Position: Q3 2016 in Review

Stoneridge Investment Partners sold out of LivePerson (LPSN) in Q3 2016, closing a stake of 3,296 shares — an estimated $313K sold.

Stoneridge Investment Partners first reported a position in LPSN in Q4 2015 and held it in 3 quarters. The position peaked at $611K in Q4 2015. 132 funds tracked by Wall St. Rank hold LPSN as of Q3 2016.

  • Stoneridge Investment Partners reported no remaining LivePerson position as of Q3 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 3,296 LivePerson shares in Q3 2016, an estimated $313K.
  • Stoneridge Investment Partners first reported a position in LivePerson in Q4 2015 and held it in 3 quarters.
  • Stoneridge Investment Partners's LivePerson position peaked at $611K in Q4 2015.
  • 132 funds tracked by Wall St. Rank held LivePerson as of Q3 2016.

Based on Stoneridge Investment Partners's 13F filing for Q3 2016, filed 28 Oct 2016.